See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,848 | $81,233-96.5% | $155,567-98.2% | $80,874-96.5% |
| Participation rate | 56.9% | 66.2%-9.3pp | 78.2%-21.3pp | 67.6%-10.7pp |
| Annual return | 7.42% | 33.33%-25.9pp | 64.74%-57.3pp | 35.62%-28.2pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $4,674-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $680 | $3,452-80.3% | $5,628-87.9% | $4,297-84.2% |
| Admin fee / account holder | $390 | $7,998-95.1% | $15,916-97.5% | $6,935-94.4% |